DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at 15 Wealth Advisors LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Ek Hassell | Tsfg, LLC independent RIA | 15 Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | Aug 5, 2026 | Jul 1, 2026 |
| Jeffrey Mark Hughes | Tsfg, LLC independent RIA | 15 Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | Jul 30, 2026 | Jul 16, 2026 |
| Miranda O'Keefe | Tsfg, LLC independent RIA | 15 Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | Jul 30, 2026 | Apr 2, 2026 |
| Jeffrey P Feinendegen | Tsfg, LLC independent RIA | 15 Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | Jul 30, 2026 | Jul 16, 2026 |
| Bradley A. Bruna | Tsfg, LLC independent RIA | 15 Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | Jul 30, 2026 | Jul 16, 2026 |
| John Thomas Graham | Tsfg, LLC independent RIA | 15 Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | Jul 30, 2026 | Jun 26, 2026 |
| Patrick Yore Graham | Tsfg, LLC independent RIA | 15 Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | Jul 30, 2026 | Jul 22, 2026 |
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7 moves match.